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Creating Custom Roles

To give someone restricted access, the first step is to create a role with the appropriate level of permissions. After the role is created, you will add the new user, set up the login credentials, and assign the role to the user account.

Permissions - Roles

Step 1: Define the Role

  1. From the Admin menu, select System > Permissions > Roles.
  2. Click the Add New Role button.
  3. In the Role Name box, type a descriptive name for the new role.
  4. In the Role Information panel on the left, click Role Resources.
  5. Set Role Access to “Custom.” Then in the Resources tree, select the checkbox of each area of the Admin panel that you want a person with this role to have access.

    Role Resources, Expanded
  6. When complete, click the Save Role button.

Step 2: Add the New User

  1. From the Admin menu, select System > Permissions > Users.
  2. Click the Add New User button.
  3. In the Account Information section, do the following:

    1. Assign a User Name for the account.
      The User Name should be easy to remember. It is not case-sensitive. For example, if your user name is “john,” you can also log in as “John.”
    2. Complete the following information:

      • First Name
      • Last Name
      • Email Address

    3. Assign a Password for the account.
      The password should be at least seven characters long, and include letters and numbers.
    4. In the Password Confirmation box, type the password again to make sure it was entered correctly.

  4. Set This Account is to “Active.”
  5. In the User Information panel on the left, click User Role. Then, in the list of Roles, select the option for the role you want to assign to the new user.

  6. New Role

  7. When complete, click the Save User button.

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